This is a program designed specifically for advisors who have built a book but have hit a plateau that they thought would be temporary but cannot seem to break through. This program closely follows the chapters in our book, Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor.
Some of the areas covered are:
- Getting organized
- How to leverage your existing book for more referrals, assets and revenue
- How to improve the quality and quantity of your referrals with our proven-in-the-trenches Referral Conditioning System & Referral Detective Strategy©
- How to establish & market your individual brand
- How to structure your planning process to increase referrals, assets and revenue
- Developing a structured investment management process & pricing model that you believe in and one that adds client value
- Using LinkedIn to get quality introductions and referrals on a regular basis
- Developing an individualized tracking system that is a real tool to increase business rather than just another to-do list item to check off
- Consistent implementation and troubleshooting